See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $82,958 |
WEALTHPLAN ADVISORS LLC4 years Service code 27 · EIN 47-2622892 | Advisory (Plan) | $31,634 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $5,892 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,812 | $42,901-21.2% | $91,220-62.9% | $64,808-47.8% |
| Participation rate | 99.1% | 68.1%+31.0pp | 73.2%+25.9pp | 71.5%+27.7pp |
| Annual return | -9.59% | -13.53%+3.9pp | 114.01%-123.6pp | 32.82%-42.4pp |
| Employer contribution / active EE | $3,427 | $1,571+118.2% | $2,850+20.3% | $2,506+36.8% |
| Participant deferral / active EE | $6,293 | $3,501+79.8% | $4,234+48.7% | $4,310+46.0% |
| Admin fee / account holder | $178 | $131+35.8% | $5,420-96.7% | $188-5.2% |